Hcr Wealth Advisors Incresed Positions in Q3 2024

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.82K
+ 0.53%
$207.23 - $234.82 $584K - $661K
531K $124M
IEMG
Ishares Inc

ETFs
177K
+ 908.33%
$53.64 - $53.64 $9.49M - $9.49M
196K $10.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.86K
+ 1.24%
$117.9 - $128.2 $808K - $879K
559K $71.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.6K
+ 0.99%
$105.53 - $118.34 $380K - $426K
368K $43M
VUG
Vanguard Growth ETF

ETFs
1.76K
+ 0.92%
$341.08 - $391.94 $599K - $689K
193K $74.1M
NVDA
Nvidia Corp

Technology
22.6K
+ 9.34%
$98.91 - $134.91 $2.24M - $3.05M
265K $32.2M
CSM
Proshares Large Cap Core Plus

ETFs
20.7K
+ 414.28%
$58.62 - $65.37 $1.21M - $1.35M
25.7K $1.68M
IVV
Ishares Core S&P 500 ETF

ETFs
432
+ 1.25%
$520.18 - $576.82 $225K - $249K
34.9K $20.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.66K
+ 22.16%
$517.38 - $573.86 $858K - $951K
9.14K $5.25M
VTI
Vanguard Total Stock Market Et

ETFs
3.1K
+ 100.19%
$255.18 - $283.2 $791K - $877K
6.19K $1.75M
TMO
Thermo Fisher Scientific Inc.

Healthcare
647
+ 9.52%
$531.86 - $624.21 $344K - $404K
7.45K $4.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.1K
+ 0.81%
$17.35 - $18.22 $123K - $129K
882K $16M
HD
Home Depot, Inc.

Consumer Cyclical
536
+ 6.31%
$333.64 - $405.2 $179K - $217K
9.03K $3.66M
ORCL
Oracle Corp

Technology
57
+ 0.23%
$125.9 - $170.35 $7.18K - $9.71K
24.8K $4.22M
XLU
Utilities Sector Spdr

ETFs
1.26K
+ 2.57%
$67.67 - $80.78 $84.9K - $101K
50.1K $4.05M
ZTS
Zoetis Inc.

Healthcare
2.04K
+ 15.21%
$172.58 - $196.48 $352K - $401K
15.5K $3.02M
GLD
Spdr Gold Trust

ETFs
897
+ 5.79%
$215.56 - $246.98 $193K - $222K
16.4K $3.99M
PWR
Quanta Services, Inc.

Industrials
1.48K
+ 35.05%
$239.58 - $298.23 $353K - $440K
5.68K $1.69M
ICE
Intercontinental Exchange, Inc.

Financial Services
525
+ 2.35%
$136.93 - $162.81 $71.9K - $85.5K
22.8K $3.67M
IEF
Ishares Barclays

ETFs
5.28K
+ 32.47%
$92.67 - $99.14 $489K - $523K
21.5K $2.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.09%
$405.19 - $478.57 $4.05K - $4.79K
10.9K $5.03M
NEE
Nextera Energy Inc

Utilities
106
+ 0.26%
$69.9 - $84.97 $7.41K - $9.01K
40.7K $3.44M
V
Visa Inc.

Financial Services
617
+ 1.95%
$253.74 - $291.56 $157K - $180K
32.3K $8.88M
WMT
Walmart Inc.

Consumer Defensive
397
+ 1.15%
$66.91 - $81.4 $26.6K - $32.3K
35K $2.82M
AWK
American Water Works Company, Inc.

Utilities
137
+ 0.51%
$127.76 - $149.9 $17.5K - $20.5K
27K $3.95M
NOW
Service Now, Inc.

Technology
183
+ 6.28%
$730.87 - $937.36 $134K - $172K
3.1K $2.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
656
+ 6.32%
$434.77 - $502.96 $285K - $330K
11K $5.39M
LMT
Lockheed Martin Corp

Industrials
500
+ 52.03%
$460.3 - $584.56 $230K - $292K
1.46K $854K
JPM
Jpmorgan Chase & CO

Financial Services
587
+ 1.99%
$194.9 - $224.8 $114K - $132K
30.1K $6.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
601
+ 31.42%
$475.2 - $527.7 $286K - $317K
2.51K $1.33M
AZO
Autozone Inc

Consumer Cyclical
20
+ 1.26%
$2815.0 - $3212.87 $56.3K - $64.3K
1.61K $5.06M
TLT
Ishares Barclays 20+ Year Trea

ETFs
608
+ 1.31%
$89.91 - $101.33 $54.7K - $61.6K
47.2K $4.63M
CAT
Caterpillar Inc

Industrials
314
+ 9.03%
$316.8 - $391.12 $99.5K - $123K
3.79K $1.48M
SHW
Sherwin Williams CO

Basic Materials
544
+ 42.17%
$294.65 - $384.0 $160K - $209K
1.83K $699K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
650
+ 59.8%
$386.81 - $423.12 $251K - $275K
1.74K $734K
CME
Cme Group Inc.

Financial Services
140
+ 1.38%
$193.43 - $220.62 $27.1K - $30.9K
10.3K $2.26M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 0.34%
$245.82 - $304.51 $4.42K - $5.48K
5.37K $1.63M
LHX
L3 Harris Technologies, Inc.

Industrials
387
+ 3.22%
$221.96 - $243.27 $85.9K - $94.1K
12.4K $2.95M
MS
Morgan Stanley

Financial Services
710
+ 2.83%
$92.07 - $106.96 $65.4K - $75.9K
25.8K $2.69M
JNJ
Johnson & Johnson

Healthcare
419
+ 3.66%
$145.48 - $167.38 $61K - $70.1K
11.9K $1.92M
CDZI
Cadiz Inc

Utilities
89.2K
+ 24.34%
$2.91 - $3.82 $260K - $341K
456K $1.38M
HDV
Ishares Core High Dividend ETF

ETFs
1.7K
+ 58.93%
$107.62 - $118.76 $183K - $202K
4.59K $539K
AFL
Aflac Inc

Financial Services
39
+ 0.42%
$88.52 - $111.8 $3.45K - $4.36K
9.24K $1.03M
UNH
Unitedhealth Group Inc

Healthcare
61
+ 2.77%
$488.01 - $604.18 $29.8K - $36.9K
2.27K $1.32M
SYK
Stryker Corp

Healthcare
132
+ 1.81%
$315.94 - $371.96 $41.7K - $49.1K
7.41K $2.68M
RTX
Raytheon Technologies Corp

Industrials
896
+ 20.85%
$99.55 - $123.34 $89.2K - $111K
5.19K $629K
VGT
Vanguard Information Technolog

ETFs
305
+ 21.18%
$514.43 - $606.85 $157K - $185K
1.75K $1.02M
IEFA
Ishares Tr

ETFs
1.4K
+ 9.35%
$70.09 - $78.74 $97.9K - $110K
16.3K $1.27M
NFLX
Netflix Inc

Communication Services
116
+ 3.89%
$598.55 - $722.26 $69.4K - $83.8K
3.1K $2.2M
Activity Summary
Buys All Purchases 126 New Holdings 15 Increased Positions 111 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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